Private/Wealth Manager - South Yorkshire

Recruiter
MW recruitment
Location
Sheffield, UK
Salary
Competitive
Posted
15 Jun 2019
Closes
28 Jun 2019
Ref
1152905790
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A leading bank wish to recruit a private banker for their weath management business to manage relationships with HNW clients in the Hull/Sheffield area.

Overview:

Work with a ready-made portfolio to build on existing relationships with affluent customers. Travel to different locations in a localised area to build a rapport with internal contacts in retail and commercial banking, follow new leads and generate opportunities.

Conducting regular financial reviews to discuss and advise on new services and investment options, understanding the clients financial priorities and long term goals, assisting clients with making the right choices and becoming their trusted advisor.

Proactively maintain your knowledge of the full product range and opportunities/challenges created by evolving financial markets.

Experience/qualifications:

Private banking background (Retail/Commercial).

Strong stakeholder management skills

Face to face advice experience

Strong platform/technology experience

Chartered CII or Level 4 (diploma in regulated financial planning)

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